Taiwan Semiconductor Manufacturing: Beat — EPS $4.60, Revenue $46.72B
TSMTaiwan Semiconductor Manufacturing•Q3 2026•Oct 15, 2026, 6:13 AM EDT
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Earnings BeatQ3 2026 · Pre-market
@trystockwhiz
Did Taiwan Semiconductor Manufacturing (TSM) beat earnings today?
Yes, Taiwan Semiconductor Manufacturing (TSM) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+1.77% surprise
$4.60Actual
Expected: $4.52
vs. year ago +68.7%
Total Revenue+2.23% surprise
$46.72BActual
Expected: $45.7B
vs. year ago +41.2%
Released Oct 15 · 6:13 AM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Net Revenue | $46.72B | - | +41.2 |
| Net Income | $23.87B | - | +68.7 |
| GAAP Diluted EPS | $0.92 | - | +68.7 |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | Full Year Outlook |
|---|---|---|
| Revenue | US$52.3B-US$54.3B | — |
| Gross profit margin | 65%-67% | — |
| Operating profit margin | 56.5%-58.5% | — |
Business Highlights
- ➤2-nanometer shipments represented 8% of total wafer revenue.
- ➤3-nanometer shipments represented 33% of total wafer revenue.
- ➤5-nanometer shipments represented 28% of total wafer revenue.
- ➤7-nanometer shipments represented 10% of total wafer revenue.
- ➤Advanced technologies accounted for 79% of total wafer revenue.
- ➤TSMC pioneered the pure-play foundry business model in 1987.
- ➤The company operates across Asia, Europe, and North America.
- ➤TSMC deployed 305 distinct process technologies in 2025.
- ➤TSMC manufactured 12,682 products for 534 customers in 2025.
- ➤TSMC provides advanced, specialty and advanced packaging technology services.
Management Commentary
Wendell Huang, Senior VP and Chief Financial Officer of TSMC
“Our business in the third quarter was supported by strong demand for our leading-edge process technologies.”
Wendell Huang, Senior VP and Chief Financial Officer of TSMC
“Moving into fourth quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies, including the steep ramp-up of our 2-nanometer technology.”